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Technology Stocks : Global Crossing - GX (formerly GBLX) -- Ignore unavailable to you. Want to Upgrade?

To: TechMkt who wrote (10112)3/1/2001 11:24:19 PM
From: Bill Fischofer  Respond to of 15615
 
Re: Presentation

Thanks for the review. See ad.globalcrossing.com for today's conference replay.



To: TechMkt who wrote (10112)3/1/2001 11:27:33 PM
From: Ally  Read Replies (1) | Respond to of 15615
 
Fez,

Appreciate your summary...you've made some interesting observations.... including the number of analysts attending the meeting. Nice to know that was you asking the AC3 question.. yes, I heard the question being asked... and I thought Casey's answer was good... I'm glad they won't be borrowing more money to build more fiber.

I was very impressed by all of the managers who spoke... they sounded so focused, and believed deeply in the company and its global mission. There appears to be a lot of depth in GX's management, and everyone made perfect business sense and knew their roles... Winnick, Casey, Walsh,Barrett, Cohen, Clayton, Grivner, and especially John Legere. Did you like Legere? I felt very good on what he said about taking in the right partners to grow the Asian business. His tool (check points template) for the analysts was perfect, imo! There'll be no confusion on how analysts can monitor the progress of Global Crossing. All in all, simply very dedicated and capable managment team, that's my take.

What's your take on how the analysts will write their reports and broadcast to clients?



To: TechMkt who wrote (10112)3/2/2001 2:30:56 AM
From: RobertSheldon  Respond to of 15615
 
Great notes. I think you get the same feeling as I do that there is SIGNIFICANT upside to cash revenue numbers this year.



To: TechMkt who wrote (10112)3/2/2001 8:29:26 AM
From: John  Read Replies (2) | Respond to of 15615
 
Fez,

Thanks for sharing your thoughts regarding GX's cc.

Since I missed the q & a portion on the web cast, will you please tell me what was the essence of that was, especially in respect to how analysts may be viewing the company now? What does your gut tell you about this?

As you said, it sure will be nice to hear about some more big wins like the Swift deal.


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